See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,635 | $97,757-60.5% | $83,848-53.9% | $135,375-71.5% |
| Participation rate | 85.0% | 80.0%+5.0pp | 76.1%+8.9pp | 82.6%+2.4pp |
| Annual return | -7.40% | 1287.37%-1294.8pp | 850.88%-858.3pp | 519.73%-527.1pp |
| Employer contribution / active EE | $772 | $4,222-81.7% | $3,631-78.7% | $4,779-83.9% |
| Participant deferral / active EE | $2,100 | $4,682-55.2% | $4,082-48.6% | $5,609-62.6% |
| Admin fee / account holder | $11,396 | $6,674+70.8% | $5,478+108.0% | $10,827+5.3% |